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CrowdStrike
CRWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2226
Highland Investment Advisors
Florida
$95.4K +$71K +500 New
RWM
2227
RMG Wealth Management
Wisconsin
$94.9K +$176K +1,236 +260%
EWP
2228
Elevation Wealth Partners
California
$94.6K +$5.68K +40 +9%
HFS
2229
Hughes Financial Services
Virginia
$93.1K +$6.25K +44 +10%
BBPWM
2230
Blue Bell Private Wealth Management
Pennsylvania
$93.1K +$14.8K +104 +27%
NB
2231
NBH Bank
Colorado
$92.3K +$68.8K +484 New
PWMA
2232
Pension & Wealth Management Advisors
Massachusetts
$91.7K – – –
CNBT
2233
Cornerstone National Bank & Trust
Illinois
$91.2K – – –
JWM
2234
JPL Wealth Management
Colorado
$90.8K +$6.25K +44 +10%
TFA
2235
Transamerica Financial Advisors
Florida
$90.8K +$23.3K +164 +53%
UOTTAIMCU
2236
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$90K +$67.1K +472 New
TF
2237
Tompkins Financial
New York
$88.5K +$65.9K +464 New
AEPWM
2238
Atlantic Edge Private Wealth Management
Florida
$87.8K – – –
TFM
2239
TFC Financial Management
Massachusetts
$87.8K +$30.7K +216 +89%
FP
2240
Financial Perspectives
Minnesota
$85.5K – – –
AW
2241
Avion Wealth
Texas
$85K +$5.12K +36 +9%
CIM
2242
Contravisory Investment Management
Massachusetts
$81.7K – – –
VPW
2243
Vaquero Private Wealth
Texas
$80.9K +$60.2K +424 New
JGCM
2244
Joseph Group Capital Management
Ohio
$80.9K +$29K +204 +93%
LAMC
2245
Longview Asset Management (California)
California
$80.1K -$3.41K -24 -5%
CJ
2246
Caitlin John
Michigan
$79.4K +$2.84K +20 +5%
CFB
2247
Cullen/Frost Bankers
Texas
$78.6K +$3.41K +24 +6%
OCM
2248
Orion Capital Management
California
$77.1K – – –
PWMG
2249
Prestige Wealth Management Group
New Jersey
$77.1K +$18.2K +128 +46%
ICM
2250
Islay Capital Management
Texas
$77.1K -$16.5K -116 -22%
88 89
90
91 92